2023-10-12T19:49:32-05:00 2023-05-31 770546629 ISABEL CHIU & CO LLP 838 N HILLVIEW DRIVE MILPITAS CA 95035 990PF 2022-06-01 770444787 THE NICHOLSON FAMILY FOUNDATION NICH 8316622550 335 SPRECKELS DR SUITE G APTOS CA 95003 BRUCE NICHOLSON OFFICER 8316622550 2023-10-11 1 BRUCE NICHOLSON 999009999 0 ISABEL CHIU CPA P00185602 4089429689 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 7691780 X 8444 X 253669 253669 74848 74848 163405 1455720 163405 500366 491922 0 0 0 0 0 41858 0 0 41858 512 0 0 512 40376 39836 0 540 14591 11130 0 3461 1415 0 0 1415 98752 50966 0 47786 326050 326050 424802 50966 0 373836 75564 440956 0 16649 289791 289791 5551 6491 6491 6527976 6329230 7395498 6550176 6625512 7691780 0 0 X 6550176 6625512 6550176 6625512 6550176 6625512 6550176 75564 0 6625740 228 6625512 BURKE PORTFOLIO (DETAIL AVAILABLE UPON REQUEST) P 2007-03-16 2023-05-25 367943 349860 18083 18083 BURKE PORTFOLIO (DETAIL AVAILABLE UPON REQUEST) P 2022-09-26 2023-04-28 17236 20435 -3199 -3199 CASH IN LIEU/STOCK MERGER (DETAIL AVAILABLE UPON REQUEST) P 2022-07-14 2022-07-15 8 8 8 SCHARF PORTFOLIO (DETAIL AVAILABLE UPON REQUEST) P 2009-11-12 2023-03-20 627946 510920 117026 117026 SCHARF PORTFOLIO (DETAIL AVAILABLE UPON REQUEST) P 2022-06-30 2023-03-17 144695 140596 4099 4099 GREEN ALPHA (DETAIL AVAILABLE UPON REQUEST) P 2014-08-14 2023-03-30 194527 155287 39240 39240 GREEN ALPHA (DETAIL AVAILABLE UPON REQUEST) P 2022-06-07 2023-04-28 69070 115217 -46147 -46147 CAPITAL GAINS DIVIDENDS P 34295 34295 34295 163405 6129 0 6129 0 6129 0 0 0 0 0 318 6447 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 HTTP://THENICHOLSONFAMILYFOUNDATION.ORG/ BRUCE NICHOLSON 8316622550 335 SPRECKELS DR SUITE G APTOS CA 95003 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRUCE NICHOLSON 335 SPRECKELS DR SUITE G APTOS CA 95003 PRESIDENT 3.00 0 0 0 MARTHA MCALIISTER 335 SPRECKELS DR SUITE G APTOS CA 95003 SECRETARY/VICE PRESIDENT 1.00 0 0 0 KATHLEEN HULL 335 SPRECKELS DR SUITE G APTOS CA 95003 DIRECTOR 1.00 0 0 0 JOHN NICHOLSON 335 SPRECKELS DR SUITE G APTOS CA 95003 DIRECTOR 1.00 0 0 0 KELSEY NICHOLSON 335 SPRECKELS DR SUITE G APTOS CA 95003 DIRECTOR 20.00 0 0 0 BRENDA NICHOLSON 335 SPRECKELS DR SUITE G APTOS CA 95003 DIRECTOR 1.00 0 0 0 KRISTIN HULL 335 SPRECKELS DR SUITE G APTOS CA 95003 DIRECTOR 1.00 0 0 0 LINDA NICHOLSON 335 SPRECKELS DR SUITE G APTOS CA 95003 DIRECTOR 0.00 0 0 0 CHRIS BLANCHARD 335 SPRECKELS DR SUITE G APTOS CA 95003 DIRECTOR 1.00 0 0 0 KALLIE BLANCHARD 335 SPRECKELS DR SUITE G APTOS CA 95003 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 GEORGE MARK CHILDREN'S HOUSE - THIS YEAR,OUR GRANT OF $50,000 WENT TOWARDS OPERATIONAL SUPPORT FOR GEORGE MARK CHILDREN'S HOUSE; A FREESTANDING PEDIATRIC HOSPICE AND PALLIATIVE CARE FACILITY FOR CHILDREN AND THEIR FAMILIES. 50000 COASTAL KIDS HOME CARE - THE FINAL INSTALLMENT OF A SOCIAL SERVICE FOCUSED MULTI-YEAR GRANT OVER THREE YEARS TO TOTAL $30,000. THEY MEET UNIQUE NEEDS OF MEDICALLY FRAGILE CHILDREN IN THE COMFORT OF THEIR HOME WITH MEDICAL AID, TRANSPORT ASSISTANCE, AS WELL AS PATIENT AND FAMILY SUPPORT. 10000 DIGITAL NEST - THE FIRST INSTALLMENT OF AN EDUCATION FOCUSED MULTI-YEAR GRANT. THEY CREATE SUSTAINABLE AND SCALABLE TECHNOLOGY LEARNING CENTERS FOR LATINX YOUTH TO PROVIDE THE SKILLS, NETWORK, AND RESOURCES TO FOSTER ECONOMIC EQUALITY. 10000 OAKLAND LEAF - THE FIRST INSTALLMENT OF AN EDUCATION FOCUSED MULTI-YEAR GRANT. THEY SERVE MORE THAN 800 STUDENTS ANNUALLY THROUGH DAILY AFTERSCHOOL PROGRAMMING AT SEVEN HIGH-NEED EAST OAKLAND ELEMENTARY AND MIDDLE SCHOOLS, PAID INTERNSHIP PROGRAMS FOR HIGH SCHOOL STUDENTS, AND A SUMMER CAMP. 10000 N/A 0 0 5007357 175867 2535000 7718224 0 0 7718224 115773 7602451 380123 380123 6129 6129 373994 0 373994 0 373994 373836 0 373836 373994 0 0 7036 7036 373836 0 0 0 373836 0 158 158 6878 0 0 0 0 0 0 0 6878 6878 BRUCE NICHOLSON BRUCE NICHOLSON 335 SPRECKELS DR SUITE G APTOS CA 95003 8316622500 CONTACT BRUCE NICHOLSON FOR DETAIL INFORMATION (831)662-2550 N/A N/A BAYCAT 2415 THIRD ST STE 30 SAN FRANCISCO CA 94107 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. ARTS & EDUCATION PROGRAMS. 5000 BE A MENTOR INC 22693 HESPERIAN BLVD STE 170 HAYWARD CA 94541 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL & EDUCATION PROGRAMS. 5000 BERKELEY ARTS CENTER 1275 WALNUT STREET BERKELEY CA 94709 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. ARTS PROGRAMS. 10000 BEYOND EMANCIPATION 675 HEGENBERGER RD 100 OAKLAND CA 94621 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. SUPPORTIVE PROGRAM FOR TRANSITIONING FROM FOSTER CARE YOUTH. 10000 BOYS & GIRLS CLUB COASTSIDE 600 CHURCH ST HALF MOON BAY CA 94019 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL & EDUCATION AFTERNOON PROGRAMS. 5000 BUILDING FOR GENERATIONS 2380 AMBER AVE SANTA CRUZ CA 95062 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. EDUCATIONAL ENRICHMENT FOR DISABLED YOUTH. 6550 COASTAL KIDS HOME CARE 1172 S MAIN STREET SALINAS CA 93901 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. HOME HEALTH CARE ASSISTANCE FOR CHILDREN. 10000 COMMUNITY MUSIC CENTER 544 CAPP STREET SAN FRANCISCO CA 94110 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. PREFORMING ARTS PROGRAMS. 5000 COMMUNITY RESOURCES FOR SCIENCE 1611 SAN PABLO AVE STE 10B BERKELEY CA 94702 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. EDUCATIONAL ENRICHMENT PROGRAM. 5000 CYCLES OF CHANGE 1246 23RD AVE OAKLAND CA 94606 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. AFTER-SCHOOL BIKE CLUB. 5000 DESTINY ARTS CENTER 970 GRACE AVENUE OAKLAND CA 94608 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. PREFORMING ARTS PROGRAMS. 5000 DIGITAL NEST 349 MAIN STREET STE 201 WATSONVILLE CA 95076 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. ARTS & EDUCATION PROGRAMS. 10000 DIVERSITY CENTER OF SANTA CRUZ 1117 SOQUEL AVENUE SANTA CRUZ CA 95062 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. YOUTH COMMUNITY PROGRAMS. 5000 ENVIRONMENTAL TRAVELING COMPANIONS 2 MARINA BLVD STE C385 SAN FRANCISCO CA 94123 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL & EDUCATIONAL ADVENTURE PROGRAMS. 5000 FAMILY CONNECTIONS CENTERS 2565 SAN BRUNO AVENUE SAN FRANCISCO CA 94134 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL & EDUCATIONAL FAMILY PROGRAMS. 5000 FARM DISCOVERY AT LIVE EARTH 172 LITCHFIELD LANE WATSONVILLE CA 95076 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. OUTDOOR EDUCATIONAL PROGRAMS. 5000 FIRST GRADUATE 2973 16TH ST UNIT 400 SAN FRANCISCO CA 94103 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. EDUCATION SUPPORT. 5000 FOODWISE ONE FERRY BUILDING STE 50 SAN FRANCISCO CA 94111 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. YOUTH LEADERSHIP AND FOOD JUSTICE PROGRAM. 5000 GEORGE MARK CHILDREN'S HOUSE 2121 GEORGE MARK LANE SAN LEANDRO CA 94578 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. PEDIATRIC HOSPICE. 50000 HIP HOP FOR CHANGE INC 515 - 55TH STREET STE A OAKLAND CA 94609 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. PREFORMING ARTS PROGRAMS. 5000 JACOB'S HEART 567 AUTO CENTER DRIVE WATSONVILLE CA 95076 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. PEDIATRIC SUPPORT SERVICES. 5000 JUDICIAL DISTRICT VII CASA PROGRAM 490 MEMORIAL DRIVE SUITE B1 IDAHO FALLS ID 83402 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. DISCRETIONARY FUNDS. COMMUNITY PROGRAMS. 5000 JW HOUSE 4010 MOORPARK AVE STE SAN JOSE CA 95117 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. PEDIATRIC SUPPORT SERVICES. 5000 LEAP ARTS IN EDUCATION 2601 MISSION ST 603 SAN FRANCISCO CA 94110 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. ARTS PROGRAMS. 10000 MUSIC IN SCHOOLS TODAY 582 MARKET ST SAN FRANCISCO CA 94104 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. ARTS PROGRAMS. 10000 MY NEW RED SHOES 330 TWIN DOLPHIN D REDWOOD CITY CA 94065 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. CONFIDENCE SUPPORT FOR YOUNG LEARNERS. 10000 NEW LIFE CENTER 415 N LITCHFIELD RD GOODYEAR AZ 85338 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. DISCRETIONARY FUNDS. COMMUNITY PROGRAMS. 5000 OAKLAND CHILDREN'S FAIRYLAND 699 BELLEVUE AVENUE OAKLAND CA 94610 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. ARTS & EDUCATION PROGRAMS. 5000 OAKLAND LEAF 520 THIRD STREET STE OAKLAND CA 94607 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. ARTS & EDUCATION ENRICHMENT PROGRAMS. 10000 OAKLAND PUBLIC EDUCATION FUND 520 THIRD STREET STE OAKLAND CA 94607 NONE PUBLIC EXEMPT ORGANI FISCAL SPONSOR FOR YOUTH BEAT. GENERAL OPERATING EXPENSES. PREFORMING ARTS PROGRAMS. 5000 OASIS FOR GIRLS 1091 MISSION STREET SAN FRANCISCO CA 94103 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. LEADERSHIP PROGRAMS FOR YOUNG WOMEN. 10000 OLD SKOOL CAFE 1429 MENDELL STREET SAN FRANCISCO CA 94124 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. YOUTH SOCIAL & LEADERSHIP PROGRAMS. 5000 PACIFICA RESOURCE CENTER 1809 PALMETTO AVE PACIFICA CA 94044 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. COMMUNITY PROGRAMS. 2000 PAJARO VALLEY ARTS 37 SUDDEN STREET WATSONVILLE CA 95076 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. ARTS PROGRAMS. 10000 PAJARO VALLEY LOAVES AND FISHES 150 - 2ND STREET WATSONVILLE CA 95076 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 PAJARO VALLEY SHELTER SERVICES 115 BRENNA STREET WATSONVILLE CA 95076 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL SERVICES FOR FAMILIES. 5000 PIEDMONT COMMUNITY CHURCH 400 HIGHLAND AVE PIEDMONT CA 94611 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 PROJECT COMMOTION 2095 HARRISON STREET SAN FRANCISCO CA 94110 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. YOUTH MOVEMENT & ENRICHMENT PROGRAMS. 5000 RADICAL MONARCHS 1600 BRYANT ST 411447 SAN FRANCISCO CA 94141 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. COMMUNITY YOUTH LEADERSHIP PROGRAMS. 5000 SECOND HARVEST FOOD BANK PO BOX 990 WATSONVILLE CA 95077 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 SHINE TOGETHER 508 VALLEY WAY MILPITAS CA 95035 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. EDUCATION SERVICES PROGRAM FOR YOUNG MOTHERS. 10000 TEEN KITCHEN PROJECT 2880 RESEARCH PARK DR 200 SOQUEL CA 95073 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. YOUTH VOLUNTEER CHEFS FOR MEAL PROGRAMS. 10000 TRIPS FOR KIDS BAY AREA 610 4TH STREET SAN RAFAEL CA 94901 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. COMMUNITY OUTDOOR YOUTH PROGRAMS. 5000 VALLEY CHURCHES UNITED PO BOX 367 BEN LOMOND CA 95005 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 VISTA CENTER FOR THE BLIND PO BOX 61030 PALO ALTO CA 94306 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SUPPORT FOR THE VISUALL IMPAIRED. 5000 VOLUNTEER CENTER OF SANTA CRUZ COUNTY WATSONVILLE VOLUNTEER CENTER 1740 17TH AVENUE SANTA CRUZ CA 95062 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 WORLD CENTRAL KITCHEN INC 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE PUBLIC EXEMPT ORGANI SOCIAL SERVICES GLOBAL EMERGENCY FOOD RELIEF PROGRAM. 2500 YOUNG AUDIENCES OF NORTHERN CALIFORNIA 57 POST STREET STE 511 SAN FRANCISCO CA 94104 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. PERFORMING ARTS EDUCATION PROGRAMS. 5000 326050 0 14 253669 14 74848 14 163405 0 491922 0 491922 0 0 0 0 0 0 0 0 0 0 CHARLES SCHWAB PORTFOLIO FMV 510790 785599 SCHARF INVESTMENT FMV 2781693 3554095 NIA-GREEN ALPHA FMV 501747 520804 NOTES RECEIVABLE AT COST 2535000 2535000 NON DEDUCTIBLE EXPENSE - PENALTY 228 FILING FEES AND LICENSES 100 0 0 100 DUES 1315 0 0 1315 INVESTMENT ADVISOR FEES 39836 39836 0 0 OUTSIDE SERVICES 540 0 0 540 FEDERAL EXCISE TAXES 9269 9269 0 0 FOREIGN TAX PAID 1861 1861 0 0 PAYROLL TAXES 3461 0 0 3461